Today’s tip is from Matt Collins-Jones. (Have a tip of your own? Send it to jar@crmtipoftheday.com) I (MCJ that is – t.j) was building a flow yesterday and I was using the manual flow trigger and wanted to upload a document/file. I was in the classic UI and I noticed I couldn’t get the name […]
Tip 1006: “Remove the stuff you don’t need. Doing tickets for internal helpdesk and don’t need entitlements? Turn it off and remove it from the form.”. Easy for Joel to say. Dynamics 365 has a lot of baggage, both good and bad – let’s see what happens when I create a new Case form. We […]
After the very detailed OneNote introduction by Pablo “CRMGamified” Peralta, the only features that are left to cover are undocumented or pure bugs. I’m not quite sure which category the discovery belongs to. As you know by now, sections in OneNote notebook map quite nicely into the list of sections in Dynamics CRM. However, if […]
It’s a reasonably well-known fact that recreating roles from scratch and adding all privileges to replicate one of the system roles is not the same as copying that system role. There are some hidden privileges that are not exposed via security dialog. This topic has been discussed and documented for CRM 4.0 and for CRM […]
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